See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,753 | $32,117+279.1% | $71,086+71.3% | $64,186+89.7% |
| Participation rate | 57.0% | 42.7%+14.3pp | 54.7%+2.3pp | 69.6%-12.6pp |
| Annual return | -7.59% | -5.57%-2.0pp | 650.59%-658.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $984 | $712+38.2% | $1,088-9.5% | $2,381-58.7% |
| Participant deferral / active EE | $5,166 | $1,263+309.0% | $1,874+175.6% | $3,470+48.9% |
| Admin fee / account holder | $11,383 | $2,759+312.6% | $3,082+269.3% | $4,888+132.9% |